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Insight Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Insight Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.2M Sell
83,599
-833
-1% -$70.1K 1.27% 14
2026
Q1 		$6.15M Sell
84,432
-1,578
-2% -$123K 1.17% 12
2025
Q4 		$6.99M Sell
86,010
-66
-0.1% -$5.36K 1.06% 18
2025
Q3 		$6.88M Sell
86,076
-336
-0.4% -$25.7K 1.05% 14
2025
Q2 		$6.31M Sell
86,412
-1,050
-1% -$69.1K 1.01% 15
2025
Q1 		$5.41M Buy
87,462
+354
+0.4% +$23.9K 0.94% 17
2024
Q4 		$6.01M Sell
87,108
-7,116
-8% -$478K 1.01% 14
2024
Q3 		$6.03M Buy
94,224
+198
+0.2% +$12.3K 1.04% 13
2024
Q2 		$5.86M Buy
94,026
+24
+0% +$1.4K 1.06% 10
2024
Q1 		$5.39M Buy
94,002
+72
+0.1% +$3.96K 1.03% 10
2023
Q4 		$4.87M Sell
93,930
-216
-0.2% -$10.4K 1.03% 11
2023
Q3 		$4.27M Buy
94,146
+270
+0.3% +$12.8K 0.98% 9
2023
Q2 		$4.43M Sell
93,876
-1,272
-1% -$55.2K 0.99% 12
2023
Q1 		$3.96M Sell
95,148
-270
-0.3% -$10.5K 0.93% 10
2022
Q4 		$3.37M Sell
95,418
-1,056
-1% -$38.8K 1.18% 11
2022
Q3 		$3.44M Buy
96,474
+696
+0.7% +$28K 1.35% 12
2022
Q2 		$4.12M Sell
95,778
-2,868
-3% -$118K 1.4% 12
2022
Q1 		$4.73M Sell
98,646
-1,458
-1% -$69K 1.42% 9
2021
Q4 		$5.35M Sell
100,104
-2,172
-2% -$113K 1.58% 8
2021
Q3 		$5.47M Sell
102,276
-2,040
-2% -$102K 1.63% 6
2021
Q2 		$5.13M Sell
104,316
-6,270
-6% -$285K 1.61% 8
2021
Q1 		$5.07M Sell
110,586
-2,934
-3% -$126K 1.6% 5
2020
Q4 		$4.79M Buy
+113,520
New +$4.53M 1.81% 5

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Insight Advisors's VUG Position: Q2 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $70.1K and leaving 83,599 shares worth $7.2M. The position accounts for 1.27% of the portfolio, ranked #14.

Insight Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Insight Advisors held 83,599 shares of Vanguard Morningstar Growth ETF worth $7.2M as of Q2 2026.
  • Insight Advisors sold 833 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $70.1K.
  • Vanguard Morningstar Growth ETF made up 1.27% of Insight Advisors's portfolio in Q2 2026, its #14 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.